Financial Advice for Australian Ex-Pats

Diamond Partners has created a bespoke financial planning service for expats working off shore and building assets here in Australia. Simplifying the complex and managing your assets on your behalf, we spend time to truly understand your wealth creation goals and asset structures. We then provide a tailored plan that factors in your projected position, currency conversions and tax minimisation strategies. With vast experience in this space, we provide valuable insight and recommendations to optimise your opportunities and reduce your liabilities. 

To access this service, you will require an Enduring Power of Attorney residing in Australia.

Key financial services for Australian expats include:

  • Financial position analysis and goals construction
  • Asset placement and ongoing management
  • Investment comparison and projections – including property
  • Tax and estate planning for onshore assets
Diamond Partners
4.9
Based on 32 reviews
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Ambre PerryAmbre Perry
06:36 08 Jun 22
Bridget and her team have been excellent to deal with, my husband and I have been so happy with the communication and service and can highly recommend! Looking forward to working with the team moving forward. Thank you!
Ann KaneAnn Kane
10:23 31 Mar 22
Noel and I are thankful to Bridget and her team for their ongoing support and advice. We are impressed by their focus on our particular needs and we feel very confident working with them.
Craig CarrCraig Carr
08:00 16 Mar 22
Awesome experience dealing with Diamond Partners. Happy to recommend their services, without hesitation.
Will Van den DungenWill Van den Dungen
22:16 15 Mar 22
I have been working with Kaine for some time and he is my go to for advice. He is professional, knowledgeable and honest.
John HallJohn Hall
00:57 25 Jan 22
Financial Planning is not an exact science...Diamond Partners have looked after our 2 portfolios with competence & understanding of our needs...I certainly recommend Bridget & her capable team & happily continue to trust their judgement
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DIAMOND PARTNERS WEALTH MANAGEMENT PTY LTD (ABN 52 604 866 711 | CAR 1233086) IS AN AUTHORISED REPRESENTATIVE OF DPWM FINANCIAL ADVICE PTY LTD (ABN 89 660 952 956) AFSL 544155

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